RB
Robert D. Blair
PEAK AMERICAN INVESTMENT ADVISORS
PLANO, TX 75093
Some features on this profile are disabled
CRD#: 2806294
RB
Professional summary
Robert Douglas Blair, CFP®, who also goes by Robbie Blair, Robby Douglas Blair, Robert Blair, is a registered financial advisor currently at PEAK AMERICAN INVESTMENT ADVISORS, INC. located in Plano, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robbie Blair | Robby Douglas Blair | Robert Blair
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Douglas Blair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 11, 2025 - Present
PEAK AMERICAN INVESTMENT ADVISORS, INC.
Office #1: 2400 Dallas Parkway Ste 100, Plano, TX 75093RIA
CRD#: 145056
PLANO, TX
Past
December 5, 2017 - December 31, 2018
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
Addison, TX
Past
February 14, 2012 - December 1, 2017
KALOS CAPITAL, INC.
BD
CRD#: 44337
ADDISON, TX
Past
July 25, 2008 - January 4, 2012
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ADDISON, TX
Past
April 18, 2007 - July 17, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ADDISON, TX
Past
March 15, 2005 - December 31, 2006
SPECTRUM STRATEGIES, L.L.C.
RIA
CRD#: 115318
ADDISON, TX
Past
September 8, 2004 - July 17, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ADDISON, TX
Past
October 8, 1996 - November 18, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
October 8, 1996 - November 18, 1996
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PEAK AMERICAN INVESTMENT ADVISORS, INC. | PURITAN WEALTH MANAGEMENT GROUP | PURITAN INVESTMENT ADVISORS, INC. | PTF INVESTMENT ADVISORS, INC.
CRD#: 145056 / SEC#: 801-133891
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (2/18/2022 Terminated)California
Registered Investment Advisory firm - (8/20/2025 Terminated)Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (1/22/2020 Terminated)Kentucky
Registered Investment Advisory firm - (9/17/2013 Terminated)Louisiana
Registered Investment Advisory firm - (9/30/2013 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2013 Terminated)Mississippi
Registered Investment Advisory firm - (1/16/2020 Terminated)Nevada
Registered Investment Advisory firm - (10/21/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (9/16/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2019 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PA
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PEAK AMERICAN INVESTMENT ADVISORS, INC. | PURITAN WEALTH MANAGEMENT GROUP | PURITAN INVESTMENT ADVISORS, INC. | PTF INVESTMENT ADVISORS, INC.
CRD#: 145056 / SEC#: 801-133891
RIA
Registered Investment Advisory firm - (7/17/2025 Approved)Arizona
Registered Investment Advisory firm - (2/18/2022 Terminated)California
Registered Investment Advisory firm - (8/20/2025 Terminated)Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (1/22/2020 Terminated)Kentucky
Registered Investment Advisory firm - (9/17/2013 Terminated)Louisiana
Registered Investment Advisory firm - (9/30/2013 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2013 Terminated)Mississippi
Registered Investment Advisory firm - (1/16/2020 Terminated)Nevada
Registered Investment Advisory firm - (10/21/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2013 Terminated)Oklahoma
Registered Investment Advisory firm - (9/16/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/22/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2019 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2400 Dallas Parkway Ste 100, Plano, TX 75093
Mailing Address
Phone number
(972) 212-9292
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 614 |
| AUM (Assets Under Management) | $ 126,277,620 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PEAK AMERICAN INVESTMENT ADVISORS, INC.
CRD#: 145056Plano, TX 75093TRUST BUT VERIFY
Monitor Robert Blair
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
